Account Executive Jobs in New York
An Account Executive in the banking industry serves as the primary point of contact between the financial institution and its clients. They monitor and manage existing accounts, generate new sales opportunities, and deliver product presentations. Other responsibilities may include strategic planning, managing large-scale transactions, and solving client issues. Account Executives are responsible for achieving sales quotas, enhancing the banking experience for customers, and fostering loyal relationships between the bank and its clientele.
To succeed as an Account Executive, vital skills include exceptional communication, customer service, and sales abilities, as well as a deep understanding of the financial industry. They should have excellent negotiation and problem-solving skills, and be adept at managing multiple clients and responsibilities simultaneously. Some certifications, like Certified Financial Services Security Professional (CFSSP) or Chartered Financial Analyst (CFA) can enhance an Account Executive's credentials. Prior to becoming an Account Executive, a person might have roles such as Sales Representative, Account Manager, or Loan Officer within the banking or financial services sector.
Experience with lending, credit, treasury management, sales, financial analysis. 12+ years....
Corporate Banking Relationship Manager, Vice President
- New York, NY
- 6 days ago
- New York, NY
- 6 days ago
Corporate Banking Relationship Manager, Vice PresidentCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We...
Senior Account Executive, Banking and Capital Markets
- New York, NY
- 6 days ago
- New York, NY
- 6 days ago
The Team: We're seeking a dynamic Account Executive - Land to join our North America Enterprise Sales Team....
the following: work experience, training, military experience, education Desired Qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending...
Prepares lending activity reports for department management....
Senior Lead Technology Banking Relationship Manager
- New York, NY
- 17 days ago
- New York, NY
- 17 days ago
and other credit related products Coordinate transactions with our credit, treasury management, foreign exchange, investment banking, capital markets, and asset-based lending groups Perform financial...
Commerical Banking Relationship Manager - Jericho, NY
- Jericho, NY
- 45+ days ago
- Jericho, NY
- 45+ days ago
policies and lending practices....
Finance, Economics, or Marketing 5-6 years of account relationship management experience Experience consistently delivering strong sales performance Comprehensive knowledge and understanding of C & I lending...
Commercial Banking Relationship Manager - Ithaca, NY
- Ithaca, NY
- 90+ days ago
- Ithaca, NY
- 90+ days ago
Promote the Company's CRA requirements and policy; adhere to FDICIA and compliance procedures as they apply to the Company's lending activities....
Demographic Data for New York
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Title Synonyms
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Salary for Account Executive Jobs in New York
Required or preferred licenses and certifications for Account Executive positions.
Highest Education Level
Account Executives in New York offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Account Executive position
- Consulting
- Customer Relationship Management
- Personal Banker
- Employee Retention
- Presentation
- Flexibility
- Goal Oriented
- Client Relationships
- Closing Skills
- Compensation and Benefits
- Lending
- BSA
- Loan Documentation
- Commercial Banking
- Commercial Lending
- Loan Processing
- Credit Underwriting
- Private Banking
- Cross Selling
- Treasury
- Treasury Management
- Credit Analysis
- Financial Services
- Branch Management
- Loan Servicing
- Cash Flow Analysis
- Investment Banking
- Underwriting
- Capital Markets
- Financial Statements
- Payment Processing
- Portfolio Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Finance
- Closing
- Customer Relations
- Accounting
- Business Development
- Negotiation
- Written Communication
- Mentoring
- Documentation
- Bachelor's Degree
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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